Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $132B
1-Year Est. Return 29.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,431
New
Increased
Reduced
Closed

Top Buys

1
+$613M
2
+$558M
3
+$507M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$492M
5
SU icon
Suncor Energy
SU
+$423M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.2%
2 Healthcare 13.94%
3 Technology 12.07%
4 Industrials 9.76%
5 Energy 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$31.8K ﹤0.01%
+1,500
1352
$30.3K ﹤0.01%
+200
1353
$29.2K ﹤0.01%
+653
1354
$27.2K ﹤0.01%
+1,100
1355
$27.1K ﹤0.01%
+2,400
1356
$26.8K ﹤0.01%
+700
1357
$25.7K ﹤0.01%
+600
1358
$25.5K ﹤0.01%
+1,040
1359
$25.4K ﹤0.01%
+494
1360
$25.4K ﹤0.01%
+2,500
1361
$25.3K ﹤0.01%
+1,222
1362
$25.1K ﹤0.01%
+4,000
1363
$24.6K ﹤0.01%
+300
1364
$24.4K ﹤0.01%
+750
1365
$23.5K ﹤0.01%
+1,000
1366
$22.8K ﹤0.01%
+772
1367
$22.8K ﹤0.01%
+2,900
1368
$22.4K ﹤0.01%
+1,300
1369
$21.1K ﹤0.01%
+490
1370
$20.6K ﹤0.01%
+1,100
1371
$20.3K ﹤0.01%
+177
1372
$20.3K ﹤0.01%
+500
1373
$19.9K ﹤0.01%
+766
1374
$19.9K ﹤0.01%
+1,870
1375
$19.3K ﹤0.01%
+3,114
53 54
55
56 57